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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2076
Integrity Investment Advisors
Colorado
$205K +$223K +1,029 New
MLRA
2077
Main Line Retirement Advisors
Montana
$205K +$651 +3 +0.3%
VCM
2078
Versant Capital Management
Arizona
$204K – – –
VWM
2079
Vigilare Wealth Management
Arizona
$203K -$229K -1,056 -51%
JLBC
2080
J.L. Bainbridge & Co
Florida
$203K -$16.3K -75 -7%
UIM
2081
Unified Investment Management
Georgia
$202K -$3.04K -14 -1%
SSWM
2082
Smith Salley Wealth Management
North Carolina
$202K +$220K +1,014 New
GCP
2083
Gill Capital Partners
Colorado
$202K +$220K +1,012 New
MWM
2084
Maltin Wealth Management
New Jersey
$201K -$3.04K -14 -1%
WQ
2085
Wealth Quarterback
New Jersey
$201K +$219K +1,008 New
CA
2086
Crumly & Associates
Illinois
$201K -$868 -4 -0.4%
DWM
2087
Destination Wealth Management
California
$200K +$11.3K +52 +5%
RWS
2088
Retirement Wealth Solutions
Wisconsin
$200K -$9.98K -46 -4%
MJRIC
2089
Mogy Joel R Investment Counsel
California
$199K +$148K +680 +213%
MSG
2090
Main Street Group
Virginia
$195K -$15.4K -71 -7%
GJIA
2091
Glass Jacobson Investment Advisors
Maryland
$190K – – –
CFO
2092
CVA Family Office
Colorado
$186K -$25.6K -118 -11%
SIM
2093
Synergy Investment Management
Florida
$186K – – –
MM
2094
Main Management
California
$184K – – –
CPA
2095
Compass Planning Associates
Massachusetts
$183K +$434 +2 +0.2%
NCM
2096
Northwest Capital Management
Oregon
$183K – – –
AFG
2097
Albion Financial Group
Utah
$181K +$52.5K +242 +36%
JSAM
2098
J. Safra Asset Management
New York
$180K -$548K -2,525 -74%
B
2099
Birchbrook
Maine
$180K – – –
PPC
2100
Park Place Capital
Alabama
$180K -$67.7K -312 -26%
82 83
84
85 86